[Click eStocks] "Promising IT Technology and Export Stocks Next Year"

Research Alume predicted that new opportunities will arise next year in the domestic stock market, focusing on IT technology stocks, export stocks, and domestic consumption stocks.

Choi Seonghwan, a researcher at Research Alume, explained, "The repetition of history has returned, and only prepared investors can seize the opportunity," adding, "After the inauguration of the Moon Jae-in administration, the semiconductor and bio sectors showed solid growth based on increased global demand and technological innovation."

He continued, "Export stocks and financial sectors also continued their upward trend, supported by expectations of economic recovery and a favorable global economy," and added, "History is connected to the present."

He advised, "Even amid political uncertainty, if you look for sectors with solid fundamentals and those that can benefit from policy support or regulatory easing, you will definitely be able to seize opportunities."

Researcher Choi analyzed, "IT technology stocks are expected to see expanded investment in advanced technology fields such as artificial intelligence (AI), metaverse, autonomous driving, quantum computing, aerospace, and cryptocurrency," noting, "Major global companies are investing huge amounts of money to develop next-generation technologies."

He also explained, "This will act as a growth opportunity for IT hardware and software companies," and said, "It is worth paying attention to industries surrounding Tesla." He urged attention, stating, "In addition to autonomous driving, Tesla is leading various industries such as aerospace, robotics, AI, and cryptocurrency."

Export stocks are expected to grow in automobile, semiconductor equipment, and parts companies that can secure price competitiveness due to the rise in the won-dollar exchange rate. Researcher Choi judged, "The forecast that the won-dollar exchange rate of 1400 will become the new normal is prevailing," and "valuation attractiveness will be highlighted in the export expansion phase."